Panel Dashboard

Access path

• Menu Dashboard
• Pressing the key D.

Information

• The panel is divided into two areas.
  • In the left area, a user can display the cards he/she was assigned to sorted by boards and other criteria, using filter and search widgets.
  • In the right area, the detail view of the selected card is shown.
  • Via the button Change View, the views Overview and Pinboard can be opened.

Structure

Panel Dashboard with a search and a filter widget and an open card.

Details Home bar with the option Change View (1) Menu (2) Search widget 3) Filter widget (4) Detail view of the selected card (5)

Widgets

Menu Dashboard

Information

• Using a filter widget, the user can filter the cards he/she was assigned to by various criteria.
• Using a search widget, the user can search for a search term in the cards he/she was assigned to.

Details

• New widgets are always added at the bottom.
• Cards can be opened directly within the Panel Dashboard and are displayed in the right area of the panel.
  • By clicking in the right upper corner of the detail view of the card, the card can be opened on the board it belongs to.
• Via the widget menu and the option Remove Widget, a widget can be deleted.

Results

• In a table, the filtered cards are displayed with the following data:
  • Title of the board the card belongs to
  • Card key
  • Card title
  • Status of the card (OK/Open)
    • “OK” means that the card was marked as “Completed”. Cards which have not been marked as “Completed” are called “Open”. Further information
  • Start date
  • Due date
  • Card creator
  • Card members
• By clicking the headings of the table, the results can be sorted by the columns.

Filter Widget

Menu Dashboard

Add filter widget

• If no widget has been added yet, click Add Widget and select Add New Filter Widget.
• If a widget has already been added, select the option Add New Filter Widget in the widget menu .
• New widgets are always displayed at the bottom.
• Select the criterion by which the cards should be filtered in the listbox at the upper left. The following criteria are available:
  • My recently assigned tasks
  • All my tasks
  • My open tasks
  • My closed tasks
  • My delayed tasks
  • My tasks due in 7 days
  • My tasks due in 30 days
    • The last two filter settings also show delayed cards with earlier due dates.
• A table with the filtered cards is created.
• The cards are sorted by boards.
• By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Search Widget

Menu Dashboard

Add search widget

• If no widget has been added yet, click Add Widget and select Add New Search Widget.
• If a widget has already been added, select the option Add New Search Widget in the widget menu .
• New widgets are always displayed at the bottom.
• Enter a search term in the field Search and select, if necessary, whether the case should be matched.
  • The term is searched for in card titles and card descriptions.
  • It can also be searched for a card with a certain card key.
  • If several search terms are entered, results which contain at least one of the search terms are displayed.
  • To find results matching an exact phrase, put the search term in quotation marks.
• Click Search.
• A table with the filtered cards is created.
• By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Note

• When leaving the panel, the search in the search widget is cleared.

See also: Search options in PLANTA pulse

Change View

Menu Dashboard

Information

• Via the button Change View on the right side of the home bar, the views Overview and Pinboard can be opened.

Overview

Menu Dashboard Change View Overview

Information

• The Overview offers an overview of the cards to which the user was assigned.
• The cards are listed vertically within their boards, sorted by their start dates.
• The boards are listed horizontally.

Details

• Using Drag&Drop, the boards and their cards can be moved within the overview.

Pinboard

Menu Dashboard Change View Pinboard

Information

• On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.

Details

• The view is divided into two areas.
  • On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.
    • The cards are sorted by due dates, but can be rearranged within their boards using Drag&Drop.
    • In the field Browse Files, a search term can be entered to filter the cards.
  • On the right, the cards can be arranged into individual lists.

Edit pinboard

• Click Add List.
• Enter a list title.
• Click Save.
• Move the selected cards from the left area to the list in the right area using Drag&Drop.
  • Since the cards are moved, they are now not being displayed in the left Tasks area anymore.
• The moving can be reversed.
  • To do so, move the card from the right area back to the left area using Drag&Drop.
  • The card is automatically moved to the board it belonged to.
• When the list is deleted, the cards are moved back to their boards in the left area.